FastWealth partnered with DriveWealth in bringing fractional investment in the U.S. markets to Asia. Bridge Financial Technology and AdvisorPeak announced their new data integration and partnership. First Western Trust Bank selected Smartleaf to optimize the back-office processes that fuel its white-glove wealth management.
WeInvest launched a new product that helps financial services companies discover new investment tactics. Envestnet | Tamarac and Flyer presented their integrated software that enhances trading capabilities and streamline operations of advisors. Xtiva Vault deep storage service for long-term data retention is now compliant with major regulatory regimes. Vestwell presented its report which identifies how employers and employees engage with their retirement plans.
FastWealth, an investment app and e-wallet, partnered with DriveWealth, a U.S. trading technology solution, in bringing fractional investment in the U.S. markets to Asia. As part of the partnership, DriveWealth will serve as the broker, enabling FastWealth to remove traditional investment challenges related to cost and execution.
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Bridge Financial Technology and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by optimizing the flow of data from your custodian(s) into two specialized platforms.
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Vestwell presented the newest report which gauges how employees are thinking about their retirement plans and what plan sponsors can do to increase engagement.
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Wealth management solutions provider WeInvest launched a new product that aims to help financial services companies discover new investment tactics.
The new offering, StratWealth, is a strategy marketplace with more than 100 algorithmically-generated, customized investment strategies for banks, brokers, and asset managers to choose from.
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Envestnet | Tamarac and Flyer announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins the Tamarac platform with Flyer’s Co-Pilot order management system (OMS) and Flyer Trading Network to provide a more comprehensive, seamless experience while helping eliminate high-risk errors. This partnership offers advisors an advanced solution for trading equities, ETFs, mutual funds and other asset classes, and accessing broker trading algorithms to connect with brokers and allocate trades.
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Xtiva Financial Systems, Inc. announced its Xtiva Vault deep storage service for long-term data retention compliant with major regulatory regimes. Xtiva Vault gives firms a low cost, online, immutable storage option to protect books and records data, records related to legal matter and life-of-relationship records.
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As a part of their vision to provide the best private banking services for the western wealth management client, First Western Trust Bank has selected Smartleaf to further optimize the back-office processes that fuel its white-glove wealth management.
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